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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$28.95
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Transamerica Mid Cap Value Opps R4
Price$11.23
Change-$0.06 (-0.53%)
VolumeN/A
Net Assets908.77M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMTX is a Hold and TOTFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.5B vs. TOTFX (909M). TOTFX pays higher dividends than JVMTX: TOTFX (1.26) vs JVMTX (0.63). JVMTX was incepted earlier than TOTFX: JVMTX (12 years) vs TOTFX (9 years). JVMTX (1.10) is less costly to investors than TOTFX (0.99). JVMTX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than TOTFX: JVMTX (0) vs TOTFX (5000). TOTFX annual gain was more profitable for investors over the last year : -5.36 vs. JVMTX (-6.60). JVMTX return over 5 years is better than : 32.20 vs. TOTFX (-0.13).
| JVMTX | TOTFX | JVMTX / TOTFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 0.99 | 111% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 7.692 | 4.926 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 909M | 2,585% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | -6.60 | -5.36 | 123% |
| Returns for 3 years | 12.39 | 2.32 | 534% |
| Returns for 5 years | 32.20 | -0.13 | -23,983% |
| Returns for 10 years | 43.82 | N/A | - |
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